| TRIRX | |
|---|---|
| Total return | +419.10% |
| Annualised (CAGR) | +17.91% |
| Volatility (annualised) | +17.74% |
| Sharpe (rf = 0) | 1.01 |
| Deepest drawdown | -32.82% |
| Drawdown peak → trough | 2021-12-27 → 2022-10-14 |
| Dividend yield (12m distributions) | 3.85% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +419.10% in total (+17.91% a year), with a deepest drawdown of -32.82% from 2021-12-27 to 2022-10-14. Its worst calendar year was 2022 (-29.36%), its best 2023 (+42.29%).
| Year | TRIRX |
|---|---|
| 2026 | +7.81% |
| 2025 | +18.21% |
| 2024 | +32.95% |
| 2023 | +42.29% |
| 2022 | -29.36% |
| 2021 | +27.21% |
| 2020 | +38.07% |
| 2019 | +35.95% |
| 2018 | -1.81% |
| 2017 | +28.51% |
| 2016 | +1.17% |
+419.10% in total, which works out to +17.91% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -29.36% (net of fees, dividends reinvested). Its best year was 2023 (+42.29%).
-32.82%, from a peak on 2021-12-27 to a trough on 2022-10-14. From that trough it took 455 days (about 14.9 months) to climb back to the earlier peak.
Over the last 12 months it distributed 3.85% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say TRIRX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -32.82% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.